Build a product catalog with one-time and recurring prices so you can sell through invoices, payment links, order forms, and workflows without re-entering product details every time.
Your product catalog is the foundation of everything you sell through the platform. Every invoice line item, payment link, and order form checkout is tied to a product in this catalog. Setting up your products once means that when you create an invoice, send a payment link, or build an order form, all you do is select the product — name, price, and description are already there.
The Create and Manage Products lesson in the HoopAI Academy Payments & Purchases section
Without a product catalog, every invoice requires re-entering the same service names and prices from scratch — introducing errors, inconsistency, and wasted time. With a catalog, your services and products are defined once: their name, description, price, and tax settings are stored and ready to use across invoices, payment links, order forms, and workflows. As your business scales, your catalog becomes the single source of truth for everything you sell.
Go to Payments > Products in the left sidebar. This is your complete product catalog — all your one-time and recurring offerings in one place.
2
Create a new product
Click New Product or Add Product to open the product builder.
The product builder interface showing name, price, and product type configuration
3
Set product details
Fill in the core product information:
Product name: The name that appears on invoices, payment pages, and order forms
Description: A brief explanation of what the product or service includes — this appears on the checkout page
Product image: Optional — upload an image for products sold through your store or order forms
Product type: Choose One-time for single purchases or Recurring for subscriptions
Keep product names clear and customer-facing. The name the contact sees on the invoice or checkout page should match what you discussed with them — avoid internal codes or abbreviations.
4
Configure pricing
Set the price and pricing options:For one-time products:
Set the price in your account currency
Enable customer-defined pricing if you want the customer to enter their own amount (useful for donations or custom quotes)
For recurring products (subscriptions):
Set the recurring price — the amount charged each billing cycle
Choose the billing interval: weekly, monthly, quarterly, or annually
Set a trial period (optional) — a free or reduced-cost period before the full price kicks in
Configure the total billing cycles if the subscription has a defined end date
Configuring a recurring subscription product with billing interval and trial period settings
5
Set tax settings
If your products are subject to sales tax:
Enable tax on the product
Assign the applicable tax rate (configured under Payments > Payment Settings > Tax Rates)
The tax is calculated and displayed automatically on invoices and checkout pages when this product is selected.
6
Save and use the product
Click Save to add the product to your catalog. It is now available to select when:
Creating an invoice (as a line item)
Creating a payment link (as the product being sold)
Building an order form in your funnels or websites
Automating a sale through a workflow action
7
Organize with collections
For larger catalogs, use Product Collections to group related products — for example, a “Monthly Plans” collection and a “One-Time Services” collection. Collections make it easier to organize your store and filter products when building order forms.Go to Payments > Products > Collections to create and manage product groups.
A one-time product is purchased once and the transaction is complete — a consultation fee, a digital download, a physical item. A recurring product creates a subscription where the customer’s payment method is charged automatically on the set interval — a monthly retainer, a membership, a software subscription. Both types live in the same catalog and can be used across invoices, payment links, and order forms.
Products and invoices
When creating an invoice, you can add catalog products as line items by searching for the product name. The price, description, and tax settings are pulled automatically. You can still override the price on the invoice if needed — for example, to apply a one-time discount — without changing the catalog price.
Products and order forms
Order forms in your funnels and websites are powered by products from the catalog. When building a checkout page in the funnel builder, you select the product and the price is automatically applied to the order form. This means a price change in the catalog updates every order form that uses that product.
Digital vs. physical products
The platform supports both digital and physical product types. Digital products deliver a download or access link automatically after purchase. Physical products integrate with shipping settings — you can define shipping rates, track inventory, and generate packing slips for fulfilled orders.
